Fat Prophets have endeavoured to present our past performance of all our stock investing research in a manner that is clear, concise and transparent.
Just as you would perform thorough analysis on your stock market results, every stock market forecast Fat Prophets has ever made is included below. We want to be as comprehensive about our results as any stock exchange history.
The methodology behind the return calculations has been formulated by one of the world’s top four accountancy firms.
All recommendations (open and closed) are included when calculating performance. The Fat Prophets hypothetical portfolio is marked to market on the last trading day of the relevant period. For a detailed explanation, read the Performance Methodology page.
The integrity of the data used in calculating the hypothetical portfolio returns of the Fat Prophets stock market predictions has been independently verified by an accounting firm. Returns to 31 December 2015 have been independently verified and those periods subsequent to this and therefore subject to change.
Note: Past performance is no guide to the future and returns can be negative.
| Historic Performance | Fat Prophets US Equities |
S&P500 |
|---|---|---|
| Annualised Return Since Inception (11 September 2003 to 31 March 2017) |
12.9%
|
5.1%
|
|
Five Year Annualised Rolling Return
(1 April 2012 to 31 March 2017)
|
-1.1% | 13.3%
|
|
Three Year Annualised Rolling Return
(1 April 2014 to 31 March 2017)
|
6.2%
|
10.4%
|
| 12 Month Performance Figures | Fat Prophets US Equities |
S&P500 |
|---|---|---|
| 2016 Calendar Return (1st Jan 2016 to 31 December 2016) |
42.8% | 11.9% |
| 2015 Calendar Return (1st Jan 2015 to 31 December 2015) |
-14.2% | 1.4% |
| 2014 Calendar Return (1st Jan 2014 to 31 December 2014) |
-4.2% | 16.9% |
| 2013 Calendar Return (1st Jan 2013 to 31 December 2013) |
-16.8% | 32.4% |
| 2012 Calendar Return (1st Jan 2012 to 31 December 2012) |
-3.9% | 16.0% |
| 2011 Calendar Return (1st Jan 2011 to 31 December 2011) |
-13.9% | 2.1% |
| 2010 Calendar Return (1st Jan 2010 to 31 December 2010) |
23.3% | 15.1% |
| 2009 Calendar Return (1st Jan 2009 to 30 December 2009) |
50.1% | 26.5% |
| 2008 Calendar Return (1st Jan 2008 to 31st Dec 2008) |
-35.7% | -37% |
| 2007 Calendar Return (1st Jan 2007 to 31st Dec 2007) |
24.4% | 5.5% |
| 2006 Calendar Return (1st Jan 2006 to 31st Dec 2006) |
22.8% | 15.8% |
| 2005 Calendar Return (1st Jan 2005 to 31st Dec 2005) |
22.7% | 4.9% |
| 2004 Calendar Return (1st Jan 2004 to 31st Dec 2004) |
17.8% | 10.9% |
| 2004 Calendar Return (1st Jan 2003 to 31st Dec 2003) |
28.8% | 28.7% |
| 2004 Calendar Return (1st Jan 2002 to 31st Dec 2002) |
48% | -22.1% |
| 2004 Calendar Return (1st Jan 2001 to 31st Dec 2001) |
67.2% | -11.9% |
Transaction costs associated with stock market trading have not been taken into account. Past performance is not a reliable guide to future performance, and investors should be aware that returns can be negative.
Important Risk Warnings
- The value of shares, and the income derived from them, can fall as well as rise.
- There is an added risk of losing money when you buy shares in certain smaller companies including “penny shares”.
- There can be a large difference between the buying price and the selling price of some shares, otherwise known as the “spread”. Should the shares need to be sold immediately, you may get back much less than you paid for them. The price may change quickly, it may go down as well as up and you may not get back the full amount invested. It may be difficult to sell or realise the investment.
- Money that cannot afford to be lost should not be used to speculate, nor should dividend income be relied upon for non-discretionary living expenses.
- Some securities may be traded in currencies other than sterling, and may also pay dividends in other currencies. Changes in exchange rates may have an adverse effect on the value of these investments in sterling terms.
- All reasonable care has been taken to ensure that all statements of fact and opinion are fair and accurate in all material aspects.
- Appropriate professional advice should always be sought from a stockbroker or financial advisor if any points are unclear.
- This views expressed are of a general nature only, and the investments mentioned may not necessarily be suitable for any individual.
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Source: Reuters
